2023 Form 5500 filing — Sonepar Usa 401 (K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701073315NAL0003599361001) for Sonepar Usa 401 (K) Plan, reported by Sonepar Management Us, Inc under EIN 23-2975775 and plan number 001. It reports 11,528 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701073315NAL0003599361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sonepar Management Us, Inc
- EIN
- 23-2975775
- Plan number
- 001
- Location
- Charleston, SC
- Participants
- 11,528
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,037,116,403
- Net assets (EOY)
- $1,037,116,403
- Employer contributions
- $21,336,853
- Participant contributions
- $63,272,807
- Total income / additions
- $234,120,897
- Benefits paid
- $76,109,600
- Administrative expenses
- $1,139,543
- Total expenses
- $77,315,449
- Net increase / (decrease)
- $156,805,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $849,086 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $145,250 | not reported in the loaded dataset |
| Fisher Investments | NONE | $58,590 | not reported in the loaded dataset |
| Visions, Inc | NONE | $20,050 | not reported in the loaded dataset |
| Warren Averett, LLC | NONE | $17,500 | not reported in the loaded dataset |
| Comperio Retirement Consulting | NONE | $17,500 | not reported in the loaded dataset |
| Moore And Van Allen Pllc | NONE | $9,250 | not reported in the loaded dataset |
| Sonepar Management | NONE | $7,314 | not reported in the loaded dataset |
| Ark Wealth Management LLC | NONE | $6,732 | not reported in the loaded dataset |
| Mjp Associates Inc | NONE | $6,527 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,532 | $0 |